See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,552 | $90,503-72.9% | $78,689-68.8% | $273,961-91.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | -2.63% | 75.60%-78.2pp | 62.18%-64.8pp | 41.45%-44.1pp |
| Employer contribution / active EE | $3,159 | $3,176-0.5% | $2,851+10.8% | $4,869-35.1% |
| Participant deferral / active EE | $1,315 | $3,901-66.3% | $3,517-62.6% | $5,287-75.1% |
| Admin fee / account holder | $4,728 | $5,263-10.2% | $4,510+4.8% | $10,132-53.3% |